Quicken

12 Nov 2016

Complete personal finance solution.

Quicken makes managing your money easier than ever. Whether paying bills, upgrading from Windows, enjoying more reliable downloads, or getting expert product help, Quicken's new and improved features will help you save time and get better control of your money.

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Quicken makes managing your money easier than ever. Whether paying bills, upgrading from Windows, enjoying more reliable downloads, or getting expert product help, Quicken's new and improved features will help you save time and get better control of your money.

Features

Pay your bills from right within Quicken:

See and track them all in one place so that you never miss a bill

See what bills have been paid, are coming up, or past due

Easily pay your bills on time from right within Quicken

Single-click upgrade from Quicken Windows to Quicken Mac:

Convert from Quicken Windows to Quicken Mac in one click (excludes version from Mac App Store)

Ability to transfer money between different accounts within your bank:

Transfer funds from your savings account to your checking account

User must enable transaction download with the associated bank account

Free phone support:

We'll help every step of the way: we'll help you get started, upgrade, or set up new features

Phone support available Monday to Friday 5 a.m. to 5 p.m. PST

Reach us online via our 24-hour live chat support

See all your accounts in one place - Get a single comprehensive view of your bank, credit, card, investment and retirement accounts. Say "goodbye" to multiple sites, passwords and statements. Automatically download transactions from over 14,500 financial institutions. Easily see where you're spending and where you can save.

Easily manage your accounts and transactions - The completely redesigned account register makes it easier than ever to manage your transactions--super fast search and filtering options, customizable columns and row height, and a great new look. Plus, all the features you expect from Quicken--categories, splits, tags, attachments, check printing and more.

Stay on top of bills and spending - Schedule reminders for upcoming paychecks, bills and payments to help avoid late fees. Get helpful reminders and alerts so that you can make your payments on time. See the impact of upcoming paychecks and bills on your account balance to avoid overdrafts or slipping below minimum balance requirements.

Get a handy calendar view of your spending - See your transactions at a glance. See when and where you spent your money. Look at your future bill and income reminders to understand the impact on your account balance.

Plan and stay on a budget - Makes budgeting and sticking to a budget painless. Automatically create a budget based on your past spending. Customize your plan, and track your progress.

Make smart money decisions on the go - Check your account balances and budget on the go. Free mobile app syncs data from your computer to your iPhone, iPad, and Android device. Take pictures of receipts to track key purchases.

Manage your investments and plan for taxes - See how your investments are performing. We continuously update quotes to keep your portfolio value current. Track cost basis, see realized and unrealized gains, and calculate capital gains, and more to make tax time easier.

Get valuable reports to help you make better financial decisions - Get or customize reports that help you understand different aspects of your finances. A cash flow graph shows how your upcoming bills and income affect your balance to help avoid overspending or late fees. Knowing your net worth over time helps you evaluate your current financial health and plan your financial future. We'll even show the amount spent by payee so that you can be smarter about managing your money. Other popular reports include category summary, spending over time, and tax schedule.

Easy to get started and keep going - Step-by-step guidance helps you get up and running fast. Gives you the big picture in minutes. Special tool for upgraders, too! Easy setup tool for automatic downloads. See a list of all accounts that can be connected and just click to get set up.

Version 4.3.1:

New

Added the ability to see transaction details by clicking and drilling down on custom report amounts.

Added a quick way to enter transfers by typing a bracket to display account names in the category field. This is a feature that was in both Quicken 2007 and Windows. Brackets in category names will be converted to parentheses.

Added a new File menu item that allows you to quickly find your file in the Finder.

Added the ability to switch a file to a different Intuit ID.

Redesigned the Account Settings Bill Pay tab.

Added the number 17 to the Quicken app icon to differentiate it from previous versions on the dock.

Added a new Report a Problem feedback form under the Help menu to allow customers to easily send log files to our development team to help us fix issues faster.

Fixed

Fixed an issue in custom reports where drill-down reports would accidentally alter the Category or Payee Summary report. If you run into this issue, the fix is pretty easy. Just go to Customize on the Category Summary report and click on the None button under the Categories pane which basically resets the report back to its default. Similarly if you want to get back to the default Payee Report, go to Customize, select Payee tab and click on None.

Fixed an issue where an account's currency setting was being changed to US Dollars after syncing.

Fixed an issue where scheduled transactions in investment accounts weren't showing up under the Bills view.

Fixed an issue in the new custom reports where the difference values had the incorrect sign.

Fixed an issue in the new custom reports where the wrong currency symbol would appear.

Fixed a long standing issue where securities from the same company couldn't be manually entered because Quicken would get confused between the two. For example, selecting GOOGL would get changed to GOOG.

Fixed another long standing issue where Quicken would double count cash balances in some brokerage accounts because cash was held or reported as a security. This occurred in a number of professionally managed accounts.

Fixed an issue where the net worth amount appeared over the label after shrinking the sidebar.

Fixed an issue where the reconcile flag wasn't being recorded on transfer to buy transactions imported from Quicken 2007.

Fixed an issue where the payee filter didn't work correctly in reports.

Added missing tool tips to all of the register icons including the pencils and envelopes.

Fixed the investment day change value so that it resets at midnight.

Fixed the #1 crashing bug that could occur when converting a Quicken 2007 file and quitting the app after selecting the mobile option.

Wow...this 2.6.2 (one day after 2.6.1) update is a complete cluster bomb. My 2 main checking accounts no longer automatically download; they have to be manually set up each time only to start over the next time. Chase Visa has been unavailable for 5 days (including Windows users too). And the sync is slower than ever. Oh...and the mobile app has STILL not been updated in over a year...last optimized for iOS 7!

I guess this is Intuit's MO for forcing users to (pay) upgrade to the 3.0 version coming out in November. Classic!